Kirk Norman Matteson
Investment adviser representative at Buck Wealth Strategies, LLC
16 yearsExperience
3 statesRegistered in
$1.6BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Buck Wealth Strategies, LLCMay 2026 to now
- Madison Avenue SecuritiesMay 2026 to now
- Cwm, LLC dba Carson Group PartnersOct 2018 to Jul 2019
- Clear Resource Group, LLCFeb 2013 to Aug 2026
- Financial Advocates Investment ManagementJul 2010 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 3 states (OR, TX, WA).
Buck Wealth Strategies, LLC
$1.6BAssets managed
2,948Clients
50Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4819671
- Firm CRD
- 322138